Each team member can be assigned a Role in the Info tab of their profile. Every Role in use is available from the drop-down for quick assignments.

If you want to update the Role for several team members, you can use the bulk edit function on the People page.

Once Roles have been assigned to all team members, it is easy to find the right person for the job by searching for a specific Role on your Schedule or Project plan.

You can also sort your team by Roles alphabetically.

📝Note: Align the Roles you use in Float and update any internal governance documentation so your resource managers know which Roles to filter by.

The Account Owner and the Admins can see an overview of all the Roles on the Roles page within the Team settings. This is where Roles can be added, edited, or deleted.

Once you have a well-managed set of Roles for your team at Float, it will be easier (and faster!) to find the right person for the job.


📝Note: If you charge by seniority level, we recommend that you include this in the role name so that you can filter by people at different rate levels, e.g. Senior Art Director vs. Art Director.